See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,928 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,829 | $46,292-85.2% | $143,757-95.2% | $64,808-89.5% |
| Participation rate | 88.5% | 64.2%+24.3pp | 80.3%+8.2pp | 71.5%+17.0pp |
| Annual return | -16.02% | -10.05%-6.0pp | -0.04%-16.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,668 | $2,646+0.9% | $5,637-52.7% | $4,310-38.1% |
| Admin fee / account holder | $10 | $154-93.4% | $14,673-99.9% | $188-94.6% |